Financial advisor for retirees in Oklahoma City, Oklahoma

Anchor Financial Group, located at 4500 South Garnett Road in Tulsa, Oklahoma, is the largest veteran-owned insurance and financial firm in the United States. Specializing in health and insurance services, AFG is dedicated to providing clients with trusted and empowered financial planning. With a focus on adaptability, ethics, professionalism, and leadership, the experienced team at AFG helps clients navigate the complexities of retirement planning and risk management. By listening to clients' needs and analyzing their financial situations, AFG creates personalized strategies to ensure financial security and peace of mind. Attend one of their informational seminars to learn more about retirement income strategies and other financial planning topics. Additionally, AFG offers assistance with understanding Medicare and provides resources for making informed decisions. With a commitment to excellence and decades of experience, Anchor Financial Group is ready to help you take control of your financial future.

Credent Wealth Management is a Fee-Only Financial Planner located in Oklahoma City, Oklahoma. Our team of experienced financial advisors is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. We believe in transparency and integrity, which is why we operate on a fee-only basis, ensuring that our clients receive unbiased advice that is in their best interest. Whether you are planning for retirement, saving for a major purchase, or looking to build wealth, Credent Wealth Management is here to help you navigate the complexities of financial planning. Visit us at 5700 Northwest 130th Street to learn more about how we can help you secure your financial future.

Edward Jones - Financial Advisor: Joshua S Thomas is a finance institution located at 2208 West 3rd Street in Elk City, Oklahoma, United States. Joshua S Thomas is a dedicated and experienced financial advisor who helps clients achieve their financial goals through personalized investment strategies. With a focus on building long-term relationships based on trust and integrity, Joshua S Thomas provides expert guidance on retirement planning, wealth management, and investment opportunities. Whether you are planning for the future or looking to grow your assets, Edward Jones - Financial Advisor: Joshua S Thomas is committed to helping you make informed financial decisions.

Edward Jones - Financial Advisor: Katie McKinney is a reputable financial institution located at 1725 Oklahoma Avenue in Woodward, Oklahoma, United States. Katie McKinney is a dedicated and experienced financial advisor who provides personalized financial planning and investment services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Katie McKinney can provide expert guidance and strategies tailored to your unique needs. Trust Edward Jones - Financial Advisor: Katie McKinney to help you secure your financial future.

Kathy Hayden is a Financial Advisor at Ameriprise Financial Services, LLC located at 1422 Northwest Sheridan Road, Lawton, Oklahoma, United States. Kathy holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Kathy specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. With a strong commitment to ethical practices and continuing education, Kathy is dedicated to helping clients achieve their financial goals and secure their financial future. Contact Kathy Hayden for expert financial advice and personalized wealth management strategies.

Edward Jones - Financial Advisor: Kelly L Atkinson is a trusted financial institution located at 543 East State Highway 152 in Mustang, Oklahoma. As a dedicated financial advisor, Kelly L Atkinson provides personalized investment advice and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Kelly L Atkinson is committed to helping clients navigate the complexities of the financial world and make informed decisions for their future. Whether you are planning for retirement, saving for a major purchase, or investing for the future, Kelly L Atkinson and the team at Edward Jones are here to help you every step of the way.

Edward Jones - Financial Advisor: Chad Burnham is a reputable finance institution located at 2302 Frontage Road in Kingfisher, Oklahoma, United States. As a trusted financial advisor, Chad Burnham provides personalized financial services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Chad Burnham offers expert advice on investments, retirement planning, insurance, and more. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Edward Jones - Financial Advisor: Chad Burnham is here to help you navigate the complex world of finance with confidence.

Susan E. Penney / Penney Wise Wealth Advisor / Financial Advisor is an independent investment management firm located at 10900 Hefner Pointe Drive, Oklahoma City, Oklahoma. We offer Wealth Consultation Services, comprehensive financial planning, and investment management to retirees, executives, successful professionals, and business owners. Our goal is to strategically manage your wealth in line with your financial goals, providing unbiased financial strategies and services. Whether you are preparing for retirement or already in retirement, we can help you prioritize savings, set financial goals, create an income plan, and manage your retirement portfolio. Susan Penney is registered with Kovack Securities, Inc. and offers securities and advisory services through them. Contact us at 405.418.7629 or [email protected] to learn more about how we can help you navigate your financial future.

Edward Jones - Financial Advisor: Angela Vetrano, CFP®, located at 11711 South Western Avenue in Oklahoma City, Oklahoma, is a trusted institution offering personalized financial planning and investment services. With a focus on helping clients achieve their financial goals, Angela Vetrano, a Certified Financial Planner, provides expert guidance and tailored solutions to meet each individual's unique needs. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones is committed to helping you navigate the complexities of the financial world with confidence and clarity. Visit us today to start building a secure financial future.

Kelly Thompson - Financial Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 5400 North Grand Boulevard in Oklahoma City, Oklahoma, United States. Kelly Thompson holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, showcasing her expertise in asset management, estate planning, retirement planning, investment strategies, and more. With a focus on providing comprehensive financial solutions to individuals, retirees, small business owners, and high net worth clients, Kelly Thompson is dedicated to upholding the highest ethical standards and providing top-notch financial advice. Whether you are looking for investment opportunities, insurance products, or assistance with estate planning, Kelly Thompson is a trusted and experienced financial advisor who can help you achieve your financial goals.

Adam H Carson - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 581 Merchant Drive in Norman, Oklahoma, United States, offers a range of financial services to meet the needs of individuals and businesses. Adam H Carson holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Adam H Carson's expertise in asset management, retirement planning, estate planning, risk management, and more. Whether you are a retiree, small business owner, high net worth individual, or in need of specialized financial planning, Adam H Carson can provide personalized solutions to help you achieve your financial goals. Contact Adam H Carson - Private Wealth Advisor, Ameriprise Financial Services, LLC, for comprehensive and professional financial advice.

Choice Financial Services, located at 13100 North Macarthur Boulevard in Oklahoma City, Oklahoma, is a finance and insurance agency dedicated to providing clients with choices and options for their money based on their individual goals. The firm believes that education is key to making informed financial decisions, and they prioritize empowering clients with the knowledge and resources needed to achieve financial success. The team at Choice Financial Services works with a diverse range of clients, including pre-retirees, retirees, young families, federal employees, medical professionals, retired military, business owners, high-net worth families, and executives throughout the United States. Rather than offering a one-size-fits-all financial plan, the firm creates highly customized strategies tailored to each client's unique circumstances and goals.

Gaddis Premier Wealth Advisors is a reputable finance institution located at 8524 South Western Avenue in Oklahoma City, Oklahoma, United States. Our team of experienced advisors is dedicated to providing personalized wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to help. Contact us today to schedule a consultation and start building your financial future with Gaddis Premier Wealth Advisors.

Penney Wise Wealth Advisors, Inc. is a finance and insurance agency located at 10900 Hefner Pointe Drive in Oklahoma City, Oklahoma, United States. As an independent investment management firm, we offer comprehensive financial planning and investment management services to retirees, executives, successful professionals, and business owners. Our goal is to strategically manage your wealth in line with your financial goals, providing unbiased financial strategies and services. Whether you are preparing for retirement or already in retirement, we can help you prioritize savings, set financial goals, create an income plan, and manage your retirement portfolio. Contact us at 405.418.7629 or email us at [email protected] to learn more about how we can help you achieve your financial goals. Please note that Susan Penney is registered with and offers securities through Kovack Securities, Inc., and advisory services through Kovack Advisors, Inc. Penney Wise Wealth Advisors, Inc. is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. Please visit FINRA's Broker Check for more information about our investment firm.

RJ Cloud Advisors & Company is a leading financial institution located at 7804 East 108th Street in Tulsa, Oklahoma, United States. Specializing in financial advisory services, our team of experts is dedicated to helping clients achieve their financial goals through personalized solutions and strategic planning. With a strong focus on integrity and professionalism, we strive to provide top-notch service to our clients and help them navigate the complexities of the financial world. Whether you are looking for investment advice, retirement planning, or wealth management services, RJ Cloud Advisors & Company is here to help you every step of the way.

Edward Jones - Financial Advisor: Ashlyn Pugh is a trusted financial institution located at 1053 North Washington Avenue in Weatherford, Oklahoma, United States. As a dedicated financial advisor, Ashlyn Pugh provides personalized investment advice and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Ashlyn Pugh strives to empower individuals and families to make informed financial decisions for a secure future. Whether you are planning for retirement, saving for college, or investing for the future, Ashlyn Pugh is committed to providing expert guidance and tailored solutions to meet your unique needs.

Edward Jones - Financial Advisor: Mark E Riesen is a finance institution located at 206 South Commerce Street in Ardmore, Oklahoma, United States. Mark E Riesen is a trusted financial advisor who is dedicated to helping clients achieve their financial goals. With personalized service and a commitment to excellence, Mark E Riesen provides expert guidance on investments, retirement planning, and wealth management. Whether you are looking to build your savings, plan for the future, or navigate the complexities of the financial market, Edward Jones - Financial Advisor: Mark E Riesen is here to help you every step of the way.

Edward Jones - Financial Advisor: Logan K Wehling is a reputable financial institution located at 13166 North Macarthur Boulevard in Oklahoma City, Oklahoma, United States. As a dedicated financial advisor, Logan K Wehling offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Logan K Wehling provides expert advice on investments, retirement planning, insurance, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Logan K Wehling and his team are committed to helping you secure a stable financial future.

Cayla Taylor is a Financial Advisor at Ameriprise Financial Services, LLC, located at 581 Merchant Drive in Norman, Oklahoma, United States. Cayla holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Cayla specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and a commitment to ongoing education, Cayla is dedicated to helping clients achieve their financial goals and secure their financial future.

Omar M Rosales - Financial Advisor, Ameriprise Financial Services, LLC, located at 581 Merchant Drive, Norman, Oklahoma, United States, offers a wide range of financial services. Omar M Rosales holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate expertise in areas such as asset management, retirement planning, estate planning, investment management, and more. Omar M Rosales is dedicated to providing comprehensive and personalized financial advice to clients, with a focus on ethical practices and continuing education to stay up-to-date on the latest financial strategies. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Omar M Rosales can help you navigate the complex world of finance with confidence.

Kyle Louis Williams is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 3030 Northwest Expressway in Oklahoma City, Oklahoma, United States. Kyle holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Kyle's expertise in asset management, retirement planning, estate planning, investment strategies, and more. Kyle is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Contact Kyle Louis Williams for expert financial advice tailored to your specific needs.

Mark E Woody - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 581 Merchant Drive in Norman, Oklahoma, offers a wide range of financial services to meet the needs of individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Mark E Woody is equipped to provide expert advice on asset management, retirement planning, estate planning, investment opportunities, and insurance products. Whether you are a retiree, small business owner, high net worth client, or looking for advice on fixed-rate and variable annuities, the team at Ameriprise Financial Services has the knowledge and expertise to help you achieve your financial goals. Contact Mark E Woody today to schedule a consultation and start planning for a secure financial future.

Greg Hester - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 16311 Sonoma Park Drive, Edmond, Oklahoma, United States. Greg Hester holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Greg Hester's expertise in various financial areas including asset management, retirement planning, estate planning, investment strategies, and more. With a focus on ethical practices and comprehensive financial planning, Greg Hester is dedicated to providing top-notch financial advice and services to individuals, retirees, small business owners, high net worth clients, and those with special financial needs.

Drew McGarraugh - Financial Advisor at Ameriprise Financial Services, LLC, located at 16311 Sonoma Park Drive in Edmond, Oklahoma, United States, offers a wide range of financial services to meet the needs of individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Drew McGarraugh is equipped to provide expert advice on asset management, retirement planning, estate planning, and investment strategies. Specializing in areas such as domestic partnerships, estate planning, and retirement, Drew McGarraugh is dedicated to helping clients achieve their financial goals. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Drew McGarraugh has the expertise to guide you towards financial success. Contact Drew McGarraugh - Financial Advisor at Ameriprise Financial Services, LLC today to learn more about how they can help you secure your financial future.

David Thielke Thrivent Financial is a leading finance institution located at 1000 West Wilshire Boulevard in Oklahoma City, Oklahoma, United States. With a commitment to helping individuals achieve financial security and peace of mind, our team of experienced professionals offers a wide range of services including financial planning, investment management, retirement planning, and insurance solutions. Whether you are looking to grow your wealth, protect your assets, or plan for the future, David Thielke Thrivent Financial is dedicated to providing personalized and comprehensive financial advice to help you reach your goals. Contact us today to schedule a consultation and start building a secure financial future.

Edward Jones - Financial Advisor: Jason Dick is a reputable financial institution located at 1628 South Cincinnati Avenue in Tulsa, Oklahoma, United States. Specializing in providing tailored financial advice and services, Jason Dick and his team are dedicated to helping clients achieve their financial goals and secure their financial future. With a strong focus on personalized service and building long-term relationships with clients, Edward Jones - Financial Advisor: Jason Dick is a trusted partner for individuals and families seeking expert financial guidance.

Mike Purzner is a Financial Advisor at Ameriprise Financial Services, LLC, located at 8801 South Yale Avenue in Tulsa, Oklahoma, United States. Mike holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With a strong focus on ethical practices and comprehensive financial planning, Mike is dedicated to providing expert advice and guidance to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Whether you are looking for assistance with asset management, estate planning, retirement planning, investment strategies, insurance products, or any other financial need, Mike Purzner is well-equipped to help you navigate the complexities of the financial world.

John Keown - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 4200 East Skelly Drive, Tulsa, Oklahoma, United States. John Keown holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in wealth management, estate planning, investment fiduciary practices, portfolio management, and behavioral financial advising. With a focus on providing tailored financial solutions for individuals, retirees, small business owners, and high net worth clients, John Keown is committed to upholding ethical standards and staying updated on industry trends. Whether you are looking for retirement planning, estate planning, investment strategies, or insurance products, John Keown is a trusted advisor with a diverse skill set to meet your financial needs.

Lorianne Williams is a Financial Advisor at Ameriprise Financial Services, LLC located at 8801 South Yale Avenue in Tulsa, Oklahoma, United States. Lorianne holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Lorianne is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Whether you are looking for investment strategies, estate planning, risk management, retirement planning, or insurance products, Lorianne Williams has the knowledge and expertise to help you achieve your financial goals. Contact Lorianne today for comprehensive and personalized financial planning services.

Edward Jones - Financial Advisor: Judson Johnson, AAMS™ is a trusted financial institution located at 3023 South Harvard Avenue in Tulsa, Oklahoma. Specializing in finance, they offer expert advice and personalized solutions to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Judson Johnson, AAMS™ provides top-notch financial planning and investment services to individuals and families in the Tulsa area. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Judson Johnson, AAMS™ is dedicated to helping you secure a brighter financial future.